View or edit a Service Finance default rule

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Overview

ServiceTitan integrates with Service Finance Company, a nationally licensed sales finance company and an approved FHA Title I lender, allowing your technicians to offer financing in ServiceTitan Mobile. If you have set up your Service Finance integration and created a default rule for all your financing jobs, you can view or edit the default rule or add a custom rule.


Who uses this feature

  • Back office employees

  • Account configuration is required to use this feature. To configure your account, please email the ServiceTitan Financing team at fintechsetup@servicetitan.com.

View or edit your default financing rule

  1. Go to the navigation bar and click Settings A simple icon representing a settings gear. .

  2. In the side panel, click Integrations > Financing. The Financing screen opens displaying the merchant account that was set up for you. 

  3. Click the Service Finance Loan Options tab.

  4. Hover over the rule and click View or Edit as shown below. 

  5. View the information or make any desired changes. For more information, see Create a default financing rule.

  6. When you're finished, click Finish.

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